Investment Platforms
Get the latest news and insights on investment platforms (including digital, mobile and online platforms), and how these developments impact financial advisors, the wealth management industry and more.
Stock market rebound means Obama will be re-elected, says funds giant
By Staff WriterTrevor Greetham, asset allocation director at fund management firm Fidelity, notes that a dip in the economy between now and the election could have the opposite effect and prove beneficial for Mitt Romney.
August 02, 2012
Citi Adds 3 Advisors, $750M to Private WealthThe news comes as Citi and Morgan Stanley dispute the value of their MSSB joint venture and Morgan Stanley continues to drop reps.
August 01, 2012
Mercer Brings Its Research to Focus FinancialThe deal allows Focus Financials partner firms to tap the expertise of Mercer, one of the worlds largest investment and human resources consulting firms.
July 31, 2012
Transparent websites: How to disclose for the closeStop using your website to shout sales messages at clients.
July 25, 2012
ByAllAccounts: Most Advisors Base Client Selection on Investable AssetsThe report reveals that 85% of advisors use investable assets to select prospective clients. Far fewer advisors base their selection according to the prospects life stage or geographic location (40%), occupation (20%) or age (18%).
July 25, 2012
ByAllAccounts: Most Advisors Base Client Selection on Investable AssetsThe report reveals that 85% of advisors use investable assets to select prospective clients. Far fewer advisors base their selection according to the prospects life stage or geographic location (40%), occupation (20%) or age (18%).
July 20, 2012
Genworth Wealth Adds 4 Strategists, 8 StrategiesI call it the happy meal, says Genworth Wealth Management President and CEO Gurinder Ahluwalia of the firm's simplified menu of portfolio strategies for indie advisors.
July 19, 2012
Morgan Stanley Profit Off 53% as MSSB Loses 1,053 AdvisorsThe Global Wealth Management Group, which includes the MSSB joint venture, reported a pretax profit margin of 12%, versus 11% in the prior quarter and 9% a year ago.